Invite someone to handle your account's plan, card, invoices and company details, without giving them access to any workspace.
Who this is for
The Owners of the account. Billing members cannot invite anyone.
Before you start
A Billing member takes no seat, so adding one never changes what the account pays. If the person also needs to work in a workspace, invite them to that workspace as a teammate as well.
Steps
Open Owners & billing members for your account.
Select Invite someone.
Enter their Email address.
Under Role on this account, choose Billing: "The plan, the card, invoices and company details. No access to workspaces."
Select Send invitation.
What happens next
They get an email with a link that works for seven days, and the invitation is listed under Waiting to accept until they accept it or an Owner selects Revoke. Once they accept, they are listed under People who manage this account with the role Billing, and they can open Plan & billing, Usage, the Overview and the Account log for the account.
To make someone an Owner instead, choose Owner in the same form: "Everything, including closing the account and inviting Owners. Takes a seat." You can change a person's role later from the role picker on their row.
If it doesn't work
"An invitation to {email} is already waiting.": sending again replaces its link, and the link in the earlier email stops working.
"{name} ({email}) is already on this account.": change their role on their row instead.
"Checkout for {account} was not finished, so it cannot take new members yet. Finish checkout first."
"This account has already sent {limit} invitations in the last hour": the invitations already waiting are unaffected. Try again later.
When they open the link, they are asked to confirm their email address first if they have not.
Related
Account Owners and Billing members
Your account and workspaces
Invoices and payment